Financial Solutions Advisor

Bank of America

Financial Solutions Advisor providing comprehensive financial advice and customized solutions to clients. Engaging with clients to meet their financial goals through tailored plans.

Posted 6/3/2026full-timeBurbank • California • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Providing comprehensive advice and customized solutions to clients
Triage client leads and make referrals based on client needs
Meet with clients to review financial and investment goals
Build a financial plan and recommend brokerage products

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
At least one year experience in the investments industry
At least one year experience in the financial service industry
Strong computer skills
Ability to multitask in a demanding environment
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

Benefits

Comp & perks

Paid time off
Resources and support for employee wellness
Competitive benefits

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

multitasking

Certifications

Series 7Series 66Series 63Series 65Certified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)